Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
Add another Flexi Cap fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | HDFC Flexi Cap | ICICI Prudential Multi Cap | SBI MultiCap | Axis Large Cap | Parag Parikh Flexi Cap |
|---|---|---|---|---|---|
| HDFC Flexi CapFlexi Cap | itself | HDFC Flexi Cap and ICICI Prudential Multi Cap share 12% of their portfolios | HDFC Flexi Cap and SBI MultiCap share 26% of their portfolios | HDFC Flexi Cap and Axis Large Cap share 47% of their portfolios | HDFC Flexi Cap and Parag Parikh Flexi Cap share 31% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and HDFC Flexi Cap share 12% of their portfolios | itself | ICICI Prudential Multi Cap and SBI MultiCap share 15% of their portfolios | ICICI Prudential Multi Cap and Axis Large Cap share 13% of their portfolios | ICICI Prudential Multi Cap and Parag Parikh Flexi Cap share 2% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and HDFC Flexi Cap share 26% of their portfolios | SBI MultiCap and ICICI Prudential Multi Cap share 15% of their portfolios | itself | SBI MultiCap and Axis Large Cap share 19% of their portfolios | SBI MultiCap and Parag Parikh Flexi Cap share 14% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Flexi Cap share 47% of their portfolios | Axis Large Cap and ICICI Prudential Multi Cap share 13% of their portfolios | Axis Large Cap and SBI MultiCap share 19% of their portfolios | itself | Axis Large Cap and Parag Parikh Flexi Cap share 32% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and HDFC Flexi Cap share 31% of their portfolios | Parag Parikh Flexi Cap and ICICI Prudential Multi Cap share 2% of their portfolios | Parag Parikh Flexi Cap and SBI MultiCap share 14% of their portfolios | Parag Parikh Flexi Cap and Axis Large Cap share 32% of their portfolios | itself |
Closest pair: HDFC Flexi Cap Fund and Axis Large Cap Fund share 47% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | HDFC Flexi Cap | ICICI Prudential Multi Cap | SBI MultiCap | Axis Large Cap | Parag Parikh Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Multi Cap | Multi Cap | Large Cap | Flexi Cap |
| Fund house | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | PPFAS Asset Management Pvt. Ltd. |
| Share of three-year stretches it beat its category P4 | 68% of 109 | 49% of 109 | 0% of 19 | 47% of 109 | 91% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 1.03% points | 1.00% points | 1.21% points | 0.84% points |
| Portfolio turned over a year P1 | 48% | 108% | 85% | 73% | 29% |
| Run by P7 | not known | Lalit Kumar · 1.1 yrs | Bectors Food · ≥ 3 mo | not known | Rajeev Thakkar · 13 yrs |
| 1-year return | 0.7% | 6.8% | −0.6% | −3.2% | −5.1% |
| 3 years p.a. | 15.8% | 15.9% | 13.3% | 9.2% | 12.8% |
| 5 years p.a. | 16.6% | 15.0% | — | 5.8% | 11.5% |
| Deepest fall (max drawdown) | −13.3% | −17.3% | −15.1% | −15.5% | −11.0% |
| Assets (AUM) | ₹1.13 lakh Cr | ₹19,305 Cr | ₹24,138 Cr | ₹30,395 Cr | ₹1.46 lakh Cr |
| Disclosed history | 2.4 yrs | 11 yrs | 3.7 yrs | 5.9 yrs | 5.0 yrs |
| Holdings · top ten weight | 86 · 44% | 167 · 24% | 72 · 30% | 49 · 48% | 116 · 52% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.